Overview
The Strategies & Setups system helps you organize your trading approach into a clear hierarchy. Define your strategies at the top level, then break them down into specific setups that you trade.Understanding the Hierarchy
Strategies
High-level trading approaches that define your overall methodology. Examples:- Momentum Trading
- Mean Reversion
- Trend Following
- Swing Trading
- Options Strategies
Setups
Specific, repeatable trade scenarios within a strategy. Examples:- Opening Range Breakout
- Bull Flag Continuation
- Double Bottom Reversal
- VWAP Bounce
- Earnings Breakout
Creating Strategies
1
Navigate to Strategies
Click Strategies in the sidebar to open the Strategies view.
2
Add New Strategy
Click + New Strategy to create a new strategy.
3
Fill in Details
Add a name and description for your strategy. Explain when and why you use this approach.
4
Save
Click Save to create the strategy.
Adding Setups
Once you have a strategy, add setups to it:- Click on a strategy to expand it
- Click + Add Setup
- Name the setup and describe its criteria
- Add detailed notes about entry, exit, and management
Setup Documentation
Each setup should include:Entry Criteria
- What conditions must be present?
- What confirms the setup?
- What invalidates it?
Risk Management
- Where is the stop loss?
- How do you size the position?
- What’s the maximum risk?
Targets
- Where are profit targets?
- How do you trail stops?
- When do you take partial profits?
Notes
- Edge explanation
- Best market conditions
- Common mistakes to avoid
Linking Trades to Setups
When logging a trade, link it to a specific setup:- Open the trade detail or creation modal
- Select a Setup from the dropdown
- The trade is now associated with that setup
Benefits of Linking
- Track performance by setup
- Review all trades for a specific setup
- Identify which setups perform best
Setup Templates
Speed up setup creation with templates:Using Templates
- When creating a new setup, click Use Template
- Select from available templates
- Customize the template content for your specific setup
Default Template Sections
Strategy Management
Active/Inactive Status
Toggle strategies and setups active or inactive:- Active - Appears in trade dropdowns
- Inactive - Hidden from dropdowns but preserved for historical reference
Reordering
Drag and drop to reorder:- Strategies in the list
- Setups within a strategy
Editing
Click on any strategy or setup to edit:- Update name and description
- Modify notes and criteria
- Change active status
Performance Tracking
Coming Soon: Performance analytics by strategy and setup, including win rate, average P&L, and best/worst performers.
- Filter trades by setup to review results
- Compare performance across setups
- Identify your most profitable edges
Best Practices
Start simple
Start simple
Begin with 2-3 strategies and 3-5 setups each. You can always add more as you develop your trading.
Be specific
Be specific
Vague setups lead to inconsistent trading. Define exact criteria that leave no room for interpretation.
Review and refine
Review and refine
Regularly review your setups. Remove ones that don’t work. Improve ones that do. Add new discoveries.
Link every trade
Link every trade
Always link trades to setups. Trades without a setup assignment often indicate undisciplined trading.
Related Features
Pattern Library
Link pattern examples to your setups.
Trade Journal
Document each trade’s setup execution.